bought pos 18 and need a way to put a job number or name on a sales invoice so i can do a search for the job or name down the road how do i do this?

need to be able to look up a po or customer name on pos invoice at a later date to refer to a prior sale and see the info. how do i do this?

Answer

Thank you for posting here in the Community, advantedgepaints.

I have some information about sales receipts in QuickBooks Point of Sale.

There are three ways to find a saved receipt:

  1. The Quick Find from your POS home page.
  2. Viewing the customer's purchase history.
  3. Searching directly from your sales history.

If the name of the customer is on the sales receipt, you can use the quick search box at the top of the home screen to look for the customer as well as the prior sales from them. However, if it doesn’t work with customer orders (work order, layaway, sales order, etc.), you’ll need to really take note of the sales order/work order or layaway number.

It's a great idea that we can include a job number or name on the sales invoice. I encourage you to send a message to our Product Development Team. We want to hear your thoughts. You can send it by using the link: https://intuit.uservoice.com/forums/19372 

That's it. If you have any other questions or would like me to clarify anything else about your invoices, let me know. I am always glad to help in any way I can.​ Have a great rest of the day. 

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IntuitMaryJoy , Community Support Specialist
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